See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,367 | $105,860-43.0% | $90,749-33.5% | $134,475-55.1% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | 44.71% | -11.01%+55.7pp | -12.16%+56.9pp | 417.96%-373.3pp |
| Employer contribution / active EE | $2,349 | $3,462-32.1% | $2,921-19.6% | $4,740-50.4% |
| Participant deferral / active EE | $5,682 | $5,216+8.9% | $4,564+24.5% | $6,400-11.2% |
| Admin fee / account holder | $1,640 | $13,938-88.2% | $8,445-80.6% | $11,426-85.7% |